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Timothy Plan US Small Cap Core ETF (TPSC) Institutional Ownership

Timothy Plan US Small Cap Core ETF logo
$47.62 +0.19 (+0.40%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Timothy Plan US Small Cap Core ETF (NYSEARCA:TPSC)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$60.42M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$15.00M
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TPSC Institutional Buying and Selling by Quarter

Timothy Plan US Small Cap Core ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Family Wealth Partners LLC56,018$2.69M0.8%+13.1%0.747%
7/9/2026 Whitaker Myers Wealth Managers LTD.4,973$239K0.0%-5.2%0.066%
7/8/2026 First Heartland Consultants Inc.29,710$1.43M0.1%+5.6%0.396%
7/8/2026 TrueWealth Advisors LLC19,147$919K0.2%+12.4%0.255%
7/7/2026 Pioneer Wealth Management Group9,306$447K0.1%+16.5%0.124%
5/18/2026EverSource Wealth Advisors LLC93,831$3.98M0.1%+12.6%1.285%
5/13/2026Cetera Investment Advisers42,153$1.79M0.0%+3.6%0.577%
5/6/2026Frontier Asset Management LLC37,858$1.61M0.3%+12.8%0.519%
5/6/2026Assetmark Inc.120,412$5.11M0.0%+4.5%1.649%
5/5/2026Geneos Wealth Management Inc.13,667$580K0.0%+29.9%0.187%
5/2/2026Valmark Advisers Inc.42,603$1.81M0.0%+2.8%0.584%
4/30/2026Kestra Advisory Services LLC160,321$6.81M0.0%+12.2%2.196%
4/27/2026World Investment Advisors11,796$501K0.0%-6.8%0.162%
4/20/2026 RFG Advisory LLC29,781$1.26M0.0%+12.7%0.411%
4/18/2026Faithward Advisors LLC184,261$7.82M1.0%+1.0%2.542%
4/17/2026 Discipline Wealth Solutions LLC16,401$696K0.1%N/A0.226%
4/17/2026Values First Advisors Inc.4,305$183K0.1%-36.7%0.059%
4/17/2026 Ocean Park Asset Management LLC49,510$2.10M0.1%N/A0.683%
3/13/2026World Investment Advisors12,658$525K0.0%N/A0.198%
2/19/2026BFI Wealth Solutions LLC5,157$214K0.2%N/A0.081%
2/17/2026Osaic Holdings Inc.21,031$872K0.0%-8.5%0.329%
2/17/2026Advisory Services Network LLC7,341$304K0.0%-3.7%0.115%
2/17/2026Faithward Advisors LLC182,510$7.57M1.1%-2.0%2.852%
2/13/2026Kestra Advisory Services LLC142,889$5.92M0.0%+14.5%2.233%
2/13/2026Stifel Financial Corp220,254$9.13M0.0%+18.3%3.441%
2/13/2026Mosaic Family Wealth Partners LLC7,073$293K0.0%+3.7%0.111%
2/13/2026 SageOak Financial LLC20,329$843K0.6%+3.3%0.318%
2/12/2026Jane Street Group LLC28,765$1.19M0.0%N/A0.449%
2/12/2026Commonwealth Equity Services LLC15,379$637K0.0%+11.7%0.240%
2/12/2026Betterment LLC11,554$479K0.0%+6.5%0.181%
2/12/2026Investment Research Partners LLC46,730$1.94M0.8%-1.3%0.730%
2/11/2026Focus Partners Advisor Solutions LLC32,401$1.34M0.0%-39.2%0.506%
2/11/2026LPL Financial LLC417,463$17.30M0.0%+3.9%6.523%
2/11/2026OneAscent Wealth Management LLC16,134$669K0.2%-61.9%0.252%
2/11/2026OneAscent Financial Services LLC140,188$5.81M0.5%+4.9%2.190%
2/11/2026 J.W. Cole Advisors Inc.21,595$895K0.0%+4.3%0.337%
2/10/2026Northwestern Mutual Wealth Management Co.722$30K0.0%+594.2%0.011%
2/9/2026Strategic Equity Management26,874$1.11M0.4%+6.3%0.420%
2/9/2026Harbour Investments Inc.1,006$42K0.0%-29.0%0.016%
2/6/2026EverSource Wealth Advisors LLC83,316$3.45M0.1%+6.4%1.302%
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2/6/2026 Plan A Wealth LLC172,937$7.17M3.5%+2.8%2.702%
2/6/2026Bare Financial Services Inc254,682$10.56M2.9%+6.6%3.979%
2/6/2026 IFP Advisors Inc49,418$2.05M0.0%-0.5%0.772%
2/6/2026Creative Financial Designs Inc. ADV291,506$12.08M0.8%+6.4%4.555%
2/6/2026 Envestnet Portfolio Solutions Inc.9,422$391K0.0%+22.2%0.147%
2/5/2026 Moneywise Inc.21,669$898K0.4%+3.5%0.339%
2/5/2026Allworth Financial LP19,846$823K0.0%+10.5%0.310%
2/4/2026World Investment Advisors12,658$525K0.0%N/A0.201%
2/4/2026Frontier Asset Management LLC33,575$1.39M0.3%-8.7%0.533%
2/3/2026Sound Financial Strategies Group LLC42,497$1.76M1.2%+3.3%0.675%
2/3/2026 RFG Advisory LLC26,434$1.10M0.0%+24.1%0.420%
2/2/2026Benjamin Edwards Inc.16,134$669K0.0%N/A0.256%
1/30/2026 Turning Point Benefit Group Inc.87,116$3.61M1.9%-10.0%1.383%
1/30/2026 Strategic Blueprint LLC8,960$371K0.0%-11.2%0.142%
1/30/2026Values First Advisors Inc.6,797$282K0.1%+298.4%0.108%
1/30/2026 Sound Stewardship LLC28,136$1.17M0.6%+21.6%0.447%
1/28/2026N.E.W. Advisory Services LLC1,386$57K0.0%+715.3%0.022%
1/28/2026Geneos Wealth Management Inc.10,520$436K0.0%+11.8%0.167%
1/26/2026 Merit Financial Group LLC7,797$323K0.0%N/A0.124%
1/26/2026 O Connor Financial Group LLC154,462$6.77M2.7%+1.1%2.452%
1/26/2026CWM LLC46,636$1.93M0.0%+2.8%0.740%
1/26/2026WorthPointe LLC42,038$1.74M0.5%N/A0.667%
1/26/2026 XY Planning Network Inc.47,767$1.98M0.3%+7.6%0.758%
1/26/2026Valmark Advisers Inc.41,458$1.72M0.0%-39.5%0.658%
1/23/2026 Farther Finance Advisors LLC960$40K0.0%+72.4%0.015%
1/23/2026Assetmark Inc.115,240$4.78M0.0%+3.9%1.829%
1/22/2026 Whitaker Myers Wealth Managers LTD.5,352$222K0.0%-53.8%0.085%
1/22/2026Christian Investment Advisors Inc.338,179$14.02M11.4%+63.6%5.368%
1/21/2026 Sowell Financial Services LLC33,189$1.38M0.1%-47.6%0.527%
1/20/2026 Kavar Capital Partners Group LLC8,694$360K0.0%+6.1%0.138%
1/14/2026 Family Wealth Partners LLC32,479$1.35M0.5%+126.3%0.516%
1/9/2026 First Heartland Consultants Inc.28,348$1.18M0.1%-33.8%0.423%
1/8/2026 Wealth Enhancement Advisory Services LLC152,633$6.53M0.0%+962.2%2.278%
1/7/2026 TrueWealth Advisors LLC21,078$874K0.2%+4.7%0.322%
12/2/2025Allworth Financial LP17,958$747K0.0%+13.7%0.302%
12/2/2025 IFP Advisors Inc49,693$2.07M0.1%+4.6%0.835%
12/1/2025Investment Research Partners LLC47,328$1.93M0.9%N/A0.795%
11/18/2025Advisory Services Network LLC7,621$317K0.0%+6.1%0.128%
11/17/2025 Turning Point Benefit Group Inc.96,816$4.02M2.4%-28.0%1.627%
11/17/2025United Capital Financial Advisors LLC20,158$838K0.0%+16.9%0.339%
11/17/2025Susquehanna International Group LLP20,960$871K0.0%+3.6%0.352%
11/17/2025Citadel Advisors LLC47,658$1.98M0.0%+12.3%0.801%
11/17/2025Ameriprise Financial Inc.154,727$6.43M0.0%N/A2.600%
11/14/2025Raymond James Financial Inc.7,216$300K0.0%+32.5%0.121%
11/13/2025Betterment LLC10,846$451K0.0%N/A0.182%
11/13/2025CreativeOne Wealth LLC142,608$5.93M0.1%-0.3%2.397%
11/12/2025Focus Partners Advisor Solutions LLC53,324$2.18M0.0%N/A0.896%
11/12/2025 Family Wealth Partners LLC14,355$597K0.2%N/A0.241%
11/12/2025Arete Wealth Advisors LLC11,527$479K0.0%-9.0%0.194%
11/12/2025Mosaic Family Wealth Partners LLC6,822$283K0.0%+7.5%0.115%
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11/12/2025Creative Financial Designs Inc. ADV274,094$11.39M0.8%+33.0%4.607%
11/12/2025Bare Financial Services Inc238,817$9.93M3.0%+1.9%4.014%
11/10/2025 First Heartland Consultants Inc.42,842$1.78M0.1%+1.0%0.720%
11/10/2025EverSource Wealth Advisors LLC78,275$3.25M0.1%+13.2%1.316%
11/6/2025Assetmark Inc.110,893$4.61M0.0%N/A1.864%
11/6/2025 Plan A Wealth LLC168,208$6.99M3.6%+7.8%2.827%
11/6/2025 RFG Advisory LLC21,298$885K0.0%+14.5%0.358%
11/5/2025Strategic Equity Management25,276$1.05M0.4%+10.9%0.425%
11/5/2025Envestnet Asset Management Inc.36,734$1.53M0.0%+42.4%0.617%
11/4/2025Christian Investment Advisors Inc.206,772$8.60M6.9%-24.6%3.475%


TPSC Institutional Ownership - Frequently Asked Questions

During the previous two years, 86 institutional investors and hedge funds held shares of Timothy Plan US Small Cap Core ETF. The most heavily invested institutionals were LPL Financial LLC ($17.30M), Christian Investment Advisors Inc. ($14.02M), Creative Financial Designs Inc. ADV ($12.08M), Bare Financial Services Inc ($10.56M), Stifel Financial Corp ($9.13M), Faithward Advisors LLC ($7.82M), and Plan A Wealth LLC ($7.17M).Learn more on Timothy Plan US Small Cap Core ETF's institutional investors.

Of the 85 institutional investors that purchased Timothy Plan US Small Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Christian Investment Advisors Inc. ($459.11K), Turning Point Benefit Group Inc. ($286.48K), OneAscent Financial Services LLC ($231.73K), Wealth Enhancement Advisory Services LLC ($162.75K), Ameriprise Financial Inc. ($154.73K), CreativeOne Wealth LLC ($143.06K), and Assetmark Inc. ($120.41K).

Institutional investors have bought a total of 1,463,954 shares in the last 24 months. This purchase volume represents approximately $60.42M in transactions.

Of the 29 institutional investors that sold Timothy Plan US Small Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Christian Investment Advisors Inc. ($120.93K), Turning Point Benefit Group Inc. ($47.43K), Sowell Financial Services LLC ($30.16K), Valmark Advisers Inc. ($27.04K), OneAscent Wealth Management LLC ($26.17K), Focus Partners Advisor Solutions LLC ($20.92K), and Creative Financial Designs Inc. ADV ($17.88K).

Institutional investors have sold a total of 366,746 shares in the last 24 months. This volume of shares sold represents approximately $15.00M in transactions.


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This page (NYSEARCA:TPSC) was last updated on 7/25/2026 by MarketBeat.com Staff.
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